$3.8B+ fixed income RIA in New York City (Midtown) seeks both a junior, as well as mid-level, Portfolio Administrator to join their team supporting HNW individuals, trusts, endowments/foundations ...
$3.8B+ fixed income RIA in New York City (Midtown) seeks both a junior, as well as mid-level, Portfolio Administrator to join their team supporting HNW individuals, trusts, endowments/foundations ...
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Admin Roles information
See Summit, NJ salary details
$12.77 - $14.95
2% of jobs
$14.95 - $17.14
12% of jobs
$18.38 is the 25th percentile. Wages below this are outliers.
$17.14 - $19.32
19% of jobs
The median wage is $20.93 / hr.
$19.32 - $21.50
23% of jobs
$21.50 - $23.69
15% of jobs
$24.37 is the 75th percentile. Wages above this are outliers.
$23.69 - $25.87
13% of jobs
$25.87 - $28.05
8% of jobs
$28.05 - $30.23
4% of jobs
$30.23 - $32.42
2% of jobs
$32.42 - $34.60
1% of jobs
$34.60 - $36.78
1% of jobs
$12
$22
$36
How much do admin roles jobs pay per hour?
What jobs pay $3,000 a day?
What is the difference between Admin Roles vs Data Entry Clerks?
| Aspect | Admin Roles | Data Entry Clerks |
|---|---|---|
| Required Credentials | High school diploma, sometimes additional certifications in office software | High school diploma, basic computer skills |
| Work Environment | Office settings, administrative departments | Office environments, data processing centers |
| Employer & Industry Usage | Businesses, government agencies, nonprofits | Companies across various industries, especially in data management |
| Common Search & Comparison | Often compared for administrative support roles | Compared for data handling and input tasks |
Admin Roles encompass a broad range of administrative support tasks, including scheduling, correspondence, and office management. Data Entry Clerks focus specifically on inputting and managing data accurately. While both roles require basic computer skills and office environment familiarity, Admin Roles typically involve more diverse responsibilities beyond data entry.
$130K/yr
Other
Medical, Retirement
Posted 27 days ago
Job description
$3.8B+ fixed income RIA in New York City (Midtown) seeks both a junior, as well as mid-level, Portfolio Administrator to join their team supporting HNW individuals, trusts, endowments/foundations, and pension plans with investment counsel/portfolio management services.
Responsibilities:
Open/maintain new Separately Managed and Fund Accounts; monthly/semi-annual/quarterly account reporting; assist with tax packages
Collaborate with Sr. Administrator to help with private placements, managing capital calls/distributions and posting reports via secure investor portal
Work closely with senior management/administrators on ad-hoc reports of investment performance
Deposit checks; transfer cash; assist with account reconciliation to custodian accounts; work on Axys to ensure information is accurately posted
Assist with sorting mail, scanning/maintenance of account documentation; act as primary back-up for phone coverage
Requirements:
Junior Portfolio Administrator - 2+ years of experience at a financial services/investment advisory firm (boutique experience preferred)
Mid-level Portfolio Administrator - 5+ years of experience
Bachelor's degree required
Experience with Microsoft Office; exposure to Satuit CRM (or similar), DocuSign, SS&C's Advent Axys a plus
Knowledge of management company accounting and fund taxes a plus
Superior communications/organizational skills; ability to juggle multiple projects of varying priorities; ability to work individually and collaboratively; client-service focused
Target base salary for this role to be determined by various factors including but not limited to skillset and experience level. The Jr. Administrator is estimated at $75-100k per year. The mid-level Portfolio Administrator is estimated at $110-130k per year. In addition, these positions are eligible for annual discretionary bonus, healthcare benefits, retirement plan, etc.
About BCI Brokerage Consultants
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Chicago, IL, US
Year founded
1992